Process

All investors are different and have a unique vision for their retirement lifestyle. While very important, retirement income planning is not solely about your
investments. For those interested in working with us, we came up with a simple yet powerful process.

It’s built on four pillars:

Financial and Retirement Income Planning

Investment Planning

Education and Behavior Coaching

Our Service Model

This one-of-a-kind analysis will show you, in plain and simple terms, where you stand today and whether you are doing enough to get to where you want to go. From there, Kraus Capital Management can advise you on what can be done to optimize and simplify your financial situation and provide options on how to get things done.

Solutions in Defensive Planning™

Each new client goes through our step-by-step process called Solutions in Defensive Planning™.

Within this process, we get to really know our client’s story inside and out. We help them identify the strengths, challenges, and opportunities they have in achieving their financial goals.

Our proprietary Solutions in Defensive Planning™ process puts you and your retirement first, statistically analyzing every component of your financial situation. It focuses on the questions that need to be answered and the challenges that need to be solved in our Defensive Income System.

Clients will get access to the latest technology which allows 24/7 access to all of their accounts. On-demand performance reporting along with simple, clear and frequent communication about your investments.

SOLUTIONS IN DEFENSIVE PLANNING ™ ANALYZES:

Are you really diversified?

How much risk are you taking in your current portfolio?

What risk management system do you have in place to protect against another market crash?

Can your portfolio keep up with inflation?

When is the best time for you to take Social Security?

Is your current investment strategy on track?

Pension Optimization

Required Minimum Distribution (RMD) Planning

Rental Properties/Income

Tax Strategies

Surviving Spouse Needs

Long Term Care

Estate Planning Issues

We build our strategies emphasizing diversification in pursuit of superior risk-adjusted returns through market cycles with a focus on sustainable retirement income.